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Rowland Heights, California, USA
Bestseller Status: Confirmed
Kathleen Stapleton, CFP, is celebrating her 30th year in the Financial Services Industry. She is an independent CERTIFIED FINANCIAL PLANNER™ practitioner in the Los Angeles area. Ms. Stapleton is a Master Elite Advisor with Ed Slott, the renowned IRA expert. She is a past Board Member of the National Tax Shelter Accounts Association which specializes in retirement plans. She holds many security licenses which enable her to work with people with extensive and varied portfolios.
She herself came through the school of hard knocks. She was two years old when her Dad passed away unexpectedly. The tragedy was compounded by the fact her parents had an appointment with a lawyer that very day to create a will. Because the will was never created, Kathleen grew up living with the consequences of no financial planning.
Kathleen holds a passion in her heart for women, helping them create practical, long-term solutions to provide financial stability and a sense of security for themselves and their families.